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Allow for different review groups between expenses and AP invoices

We use the individual routing for expenses and AP Invoices. Expenses can only be routed to an upper management level where as AP Invoices can be to anyone in the company for initial reviews before moving upward. We need the ability to have separate HQ Reviewer groups for expenses and AP Invoices

  • Jenny Scholz
  • Nov 10 2020
  • Shipped
Financial Controls
Company Hensel Phelps
Job Title / Role CFO
I need it... 1 month
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  • Admin
    Mark Cadman commented
    November 11, 2020 17:05

    Perfect, I just needed to make sure. We'll start working on this asap.

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  • Jenny Scholz commented
    November 11, 2020 02:40

    Mark you are correct. Sorry I may not have my lingo correct. I just need to somehow limit those that can approve (or be selected) expense reviewers.

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  • Admin
    Mark Cadman commented
    November 11, 2020 00:14

    Hi Jenny,

    Last we talked, I thought you only needed to restrict the HQ Reviewers that are available in the Expense module. Do you also need to be able to restrict the HQ Reviewer Groups?

    Thanks!

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